Post
wesley教授
Influential Creator
今晚一条被CPI盖过去的数据，比K线更该盯：美国信用卡债务总额飙到1.29万亿美金的历史新高，五年涨了近七成，有信用记录的人里每四个就有一个在拖欠账单。
这就是软着陆故事背后那张账单。撑起这轮AI牛市的那个"坚挺的美国消费者"，正悄悄被债务淹没。CPI又烫、12月还要加息，等于把还债成本再往上拧一圈。
华尔街在为AI狂欢，普通人在为利息发愁。这两条线，早晚要坐下来对一次账。
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